Beneficiary of an annuity policy
[PDF File]My beneficiary changes (800) 695-9873
https://info.5y1.org/beneficiary-of-an-annuity-policy_1_656ecd.html
QAdditional beneficiary information, such as per stirpes, can be provided on the Additional Information Page of this form. QWe recommend that you also name a secondary beneficiary or indicate how proceeds should be distributed in the event that the pr imary beneficiary dies before the insured/annuitant or annuity policy owner.
[PDF File]Request to Transfer Ownership and/or Change Beneficiaries
https://info.5y1.org/beneficiary-of-an-annuity-policy_1_955718.html
Request to Transfer Ownership and/or Change Beneficiaries The owner should use this form to transfer ownership of an annuity or life insurance policy, and/or to add or change beneficiaries. ... • A change of ownership does not change your beneficiary. You may want to update the beneficiaries listed.
Annuity Beneficiary Designation Form
Annuity Beneficiary Designation Form ... • A beneficiary may be an individual, institution, estate, or trust. ... balance, annuity purchase rates used by the insurance company, your age, and if you are married, your spouse’s age at the time the distribution begins.
[PDF File]LIFE, HEALTH AND ANNUITY POLICY SERVICE FORM
https://info.5y1.org/beneficiary-of-an-annuity-policy_1_e77e4c.html
LIFE, HEALTH AND ANNUITY POLICY SERVICE FORM Policy Number Insured or Annuitant In accordance with the provisions of this policy, Auto-Owners Life Insurance Company is requested to change the beneficiary designation as stated below.
[PDF File]Instructions for Naming or Changing a Beneficiary
https://info.5y1.org/beneficiary-of-an-annuity-policy_1_a15476.html
Taking the time to name a contingent beneficiary can help retain the key benefit of owning an annuity, namely the ability to pass it to your loved ones while avoiding probate. If your primary beneficiary dies before you and you did not name a contingent beneficiary, then …
[PDF File]Nassau Life and Annuity Company (the Company) Beneficiary ...
https://info.5y1.org/beneficiary-of-an-annuity-policy_1_a86918.html
determine at any time during the life of the policy that a beneficiary or ownership designation has been procured in order to transfer ownership or any benefits under the policy to a third party without an insurable interest. Please refer to your policy for details. Nassau Life …
[PDF File]Instructions for Change of Beneficiary - Annuity
https://info.5y1.org/beneficiary-of-an-annuity-policy_1_f92b03.html
I, the Owner of the above numbered annuity, hereby request that the Beneficiary(ies) of this policy be changed as shown above. It is understood that this request for Change of Beneficiary will replace all previous requests and will take effect on the date recorded by the Company, as indicated below.
[PDF File]Instructions for Change of Beneficiary - Annuity
https://info.5y1.org/beneficiary-of-an-annuity-policy_1_b813c8.html
I, the Owner of the above numbered annuity, hereby request that the Beneficiary(ies) of this policy be changed as shown above. It is understood that this request for Change of Beneficiary will replace all previous requests and will take effect on the date recorded by the Company, as indicated below.
Nearby & related entries:
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.